Contracting and Onboarding Administrato

Contracting and Onboarding Administrato

Requirements

• High school diploma or general education degree (GED); prior experience preferred but not required.
• Capacity to read, write, and comprehend simple instructions, short correspondence, and memos.
• Capability to effectively present information in person, over the phone, and in writing.
• Capable of applying reasoning and common sense understanding to carry out written or oral instructions.
• Possess basic computer navigation skills and knowledge or familiarity of basic computer programs/applications including but not limited to email, word processing, spreadsheet programs, internet, Adobe, etc.
• Ability to plan and organize.
• Adaptation to changing business operations.
• Customer service skills.
• Ability to multi-task while working in a fast-paced environment.
• Effectively able to work independently and part of a team.

Responsibilities

• Guides sales agents through onboarding process to ensure timely completion and ready to sell status.
• Processes updates, changes, and/or additions to carrier appointments, termination requests, and other documents as they relate to new agent onboarding.
• Compiles and verifies the accuracy of data to be entered.
• Takes necessary action to ensure the data submitted is complete, correct, and accurate.
• Records work completed, transmits entered information into database, and files or routes documents after entry.
• Provides knowledgeable customer service by responding to customer inquiries regarding the status of submitted documents, as well as resolving questions, inconsistencies, or missing data from documents they submit.
• Follows proper processes and procedures to ensure timely document turnaround and follow up.
• Special projects and other duties as assigned.

Preferred Qualifications

• Prior experience preferred but not required.